Finance Specialist (CC #459)

Position Type:
District Office Exempt Employees/Finance Specialist

Date Posted:
10/26/2023

Location:
Baker 5J District Office

Date Available:
12/04/2023

Closing Date:
Until Filled

POSITION INFORMATION

• Baker School District is currently seeking a candidate for the position of Finance Specialist.
• This position is full time – 40 hours per week year-round and located at the Baker School District Office.

JOB SUMMARY
The Finance Specialist performs technical and confidential accounting work in the maintenance of the district’s computerized accounting system. The employee receives records and processes all data required to assure the timely recording for monthly and annual accounting transactions.

The Finance Specialist is responsible for ensuring the accuracy of accounting records, including assets, liabilities, revenues and expenses posting across all funds.

This position must exercise discretion and sound independent judgment and decision-making in matters which are not regulated by rule or policy, while maintaining a calm professional demeanor when dealing with staff, concerned parents, and the general public. The Finance Specialist works under the supervision of the Chief Financial Officer.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Maintains accurate electronic accounting records which may involve journal adjustments, account receivable invoicing, revenue recognition, revenue contracts, deposit and monthly and annual account reconciliations.
2. Prepare bank reconciliations as assigned by supervisor.
3. Assist with cash management by reviewing bank accounts daily to ensure accuracy of cash ledgers, and to ensure deposits are made and posted timely and accurately.
4. Prepare balance sheet account reconciliation on a monthly basis with accuracy and timeliness to meet month-end closing processes.
5. Maintain fixed assets on a monthly basis and year-end input into the Fixed Asset module.
6. Prepare and post account receivable invoices for all District activities including by not limited to contracts and grants.
7. Ensure invoices are issued timely and accurately to meet year-end accrual processes.
8. Reconcile and prepare in an accurate and timely manner the Oregon Department of Education Electronic Grant Management System claiming sheet monthly and annually to meet grant claiming deadlines, and monthly and annual closing processes.
9. Communicate regularly with grant managers, or others that oversee special revenue fund expenditures to ensure accurate transaction, planning and reporting requirement are met.
10. Ensure property tax and state school fund accounts are reconciled and filed in electronic files on a monthly and annual basis to meet closing processes.
11. Prepare balance sheet account reconciliation on an annual basis with accuracy and timeliness to meet year-end closing processes with supporting information for audit.
12. Prepare summary Excel sheet for all fund and area/sub area for all funds not included on the Oregon Department of Education Electronic Grant Management System claiming sheet with accuracy and timeliness to meet monthly and annual closing processes.
13. Support ASB bookkeeping by training and providing backup as needed.
14. Perform other general ledger transactions or internal control processes as directed by supervisor.
15. Ensure accuracy of online filing system as directed by supervisor.
16. Provide and manage negotiation information as it relates to negotiations and budget as directed.
17. Review work of others as assigned by supervisor.
18. Maintain current knowledge of the Oregon Department of Education Program Budgeting and Accounting Manual.
19. Other duties as assigned by supervisor.

QUALIFICATIONS & REQUIREMENTS

• High school diploma or GED or higher. Similar work experience in a like field. Bachelor’s degree in accounting or related field, or extensive payroll experience preferred. Must be able to multi-task efficiently and with extreme accuracy.
• Ability to communicate effectively with co-workers, other district staff and suppliers using tact, courtesy, and good judgment. Works well with others from diverse backgrounds. Must be able to work effectively as a team member. Must be able to multi-task efficiently. Must be able to work independently as well as with other employees and/or administrators in a positive, productive manner. Demonstrated ability to successfully work and maintain harmonious relationships with students.
• Ability to communicate fluently verbally and in writing in English. Ability to respond to common inquiries or complaints from students, parents, staff or members of the community. Ability to read and interpret simple instructions, short correspondence and memos. Ability to write routine reports and correspondence.
• Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent and to draw and interpret bar graphs. Ability to accurately transfer, record, and convey information, materials, and monies as required by position. Ability to rapidly and accurately enter and retrieve computerized data.
• Proficiency in the usage of database software, internet software, and email. Ability to proficiently use the following programs: MS Word, Excel, Google Mail and Google Docs. Ability to type accurately and proficiently.
• Must be able to perform tasks which involve independent judgment with speed and accuracy, interpret and apply policies, laws, rules and regulations; learn policies; maintain harmonious working relationships with other employees, and patrons of the District. Must be knowledgeable of general office procedures and practices, and have a working knowledge of office equipment. Ability to appropriately communicate with administration, staff, parents, members of the community and others including vendors, law enforcement and other agencies. Ability to exercise good judgment and work in an environment with constant interruptions.

OTHER DUTIES AND RESPONSIBILITIES

• Communicates with Supervisor to identify business risk and resolve issues.
• Attends staff meetings and in-service trainings as required.
• Serve on building and District and school committees and councils.
• Report issues to authorities as necessary, animal control, suspicious activity, etc.
• Reports safety, sanitary and fire hazards immediately to supervisor.
• Maintain high standard of professionalism and confidentiality is all District matters.

SALARY

• $57,008 – $71,074 based on the current 2023-2024 Admin & Confidential Staff Salary Schedule (Exempt Employee) and depending on experience. Salary will be prorated based on start date. Fiscal year runs 7/1/2023 through 6/30/2024.
• Baker School District 5J offers a comprehensive and competitive benefits package for health and retirement. In addition, the District pays the six percent (6%) employee PERS contribution required by ORS 238.200 and ORS 238A.330.

DISTRICT POLICY
It is the District’s policy to provide veterans and disabled veterans with preference as required by law.

During the application process, a veteran will need to submit the following:

• Copy of the Certificate of Release or Discharge from Active Duty (DD Form 214 or 215).
• OR Proof of receiving a non-service connected pension from the US Dept. of Veterans Affairs.
• Disabled veterans must also submit a copy of their Veterans disability preference letter.

Baker School District is an equal opportunity educator and employer and does not discriminate on the grounds of race, color, religion, sex, sexual orientation, national origin, marital status, age, veterans’ status, familial status,
genetic information, disability, culture and/or financial status.